DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Lower middle market | Steamboat Springs, | $342,986 | 1 | 1 | ||||
| $342,986 | 33 | 2024 | ||||||
HBKS WEALTH ADVISORS Registered adviser · RIA / Wealth · matched 112139 · 801-60424 Also on Private Equity | ERIE, | $7.7B | 73 | 2011 | ||||
C10 Labs Firm · Venture · matched Studio 2139, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Cambridge, | $76.1M | 1 | 3 | 2023 | |||
| $76.1M | 2023 | |||||||
West Street Real Estate Investment Partners (i), L.P. Real estate fund vehicle · RE funds · matched 021-21393074 · Goldman, Sachs & Co. Also on RIA / Wealth Management | $592M | 3 | 2022 | |||||
| Council Blfs, | $496M | 14 | 2024 | |||||
| LOS ALTOS, | $671M | 7 | 2021 | |||||
MENLO EQUITIES Registered adviser · RIA / Wealth · matched 162139 · 801-74582 Also on Real Estate Funds | MENLO PARK, | $4.7B | 6 | 2012 | ||||
| LOVES PARK, | $758M | 14 | 2014 | |||||
Mack Real Estate Finance-B, L.P. Real estate fund vehicle · RE funds · matched 805-2139120477 · Mack Real Estate Credit Strategies, L.P. Also on RIA / Wealth Management | $118M | 9 | 2019 | |||||
MLC ASSET MANAGEMENT US LLC Registered adviser · RIA / Wealth · matched 801-121396 · 801-121396 Also on Independent Sponsors, Private Equity | NEW YORK, | $2.8B | 2 | 2021 | ||||
COVINGTON INVESTMENT ADVISORS, INC. Registered adviser · RIA / Wealth · matched 801-62139 · 801-62139 | LIGONIER, | $886M | 5 | 2012 | ||||
VELOCITY CAPITAL MANAGEMENT LLC Registered adviser · RIA / Wealth · matched 801-132139 · 801-132139 Also on Independent Sponsors, Private Equity | NEW YORK, | $598M | 4 | 2025 | ||||
| LA JOLLA, | $425M | 2 | 2024 | |||||
| NEW YORK, | $766M | 2022 | ||||||
WELLS TRECASO FINANCIAL GROUP, LLC Registered adviser · RIA / Wealth · matched 801-112139 · 801-112139 Also on Allocators | AKRON, | $533M | 2017 | |||||
| Birmingham, | $693M | 2025 | ||||||
| $184M | 2021 | |||||||
| $199M | 2021 | |||||||
| NEW YORK, | $135M | 1 | 2021 | |||||
| ALPHARETTA, | $175M | 2021 | ||||||
| PHILADELPHIA, | $105M | 3 | 2014 | |||||
| $36.2M | 1 | 2021 | ||||||
| 105 | 2025 | |||||||
HFS Scottsdale Apartments Real estate fund vehicle · RE funds · matched 021-213977 · Howard Financial Services, Ltd. Also on RIA / Wealth Management | $40,882 | 38 | 2013 | |||||
| $26.6M | 1 | 2021 | ||||||
HFS Scottsdale Apartments II, LP Real estate fund vehicle · RE funds · matched 021-213977 · Howard Financial Services, Ltd. Also on RIA / Wealth Management | $281,543 | 29 | 2015 | |||||
| $49.2M | 2024 | |||||||
| BEACHWOOD, | $16.1M | 2026 | ||||||
OCA SA MEZZANINE II SEGREGATED PORTFOLIO Credit fund · Private credit · matched 021-213907 · OFFIT CAPITAL Also on Private Equity, RIA / Wealth Management | $4.6M | 2014 | ||||||
CYPRESS DEBT INVESTMENT FUNDS LOW VOL, LP Credit fund · Private credit · matched 021-213909 · CYPRESS WEALTH ADVISORS Also on Private Equity, RIA / Wealth Management | $2.8M | 2012 | ||||||
| $3.0M | 2026 | |||||||
| $385,000 | 2012 | |||||||
| CASPER, | 2026 | |||||||
| NEW YORK, | $2.0B | 103 | 177 | 9 | 2026 | |||
| $30.1M | 3 | 2015 | ||||||
HPS SPECIALTY LOAN FUND V, L.P. Credit fund · Private credit · matched 805-3590921399 · HPS INVESTMENT PARTNERS, LLC Also on Private Equity, RIA / Wealth Management | $2.7B | 2020 | ||||||
FRASER SULLIVAN CLO II LTD. Credit fund · Private credit · matched 805-5622139184 · INVESTCORP CREDIT MANAGEMENT US LLC Also on RIA / Wealth Management | $105M | 2012 | ||||||
SCP SF DEBT FUND LP Credit fund · Private credit · matched 805-9121395235 · SLR CAPITAL PARTNERS, LLC Also on RIA / Wealth Management | $105M | 2020 | ||||||
ARBOR DEBT OPPORTUNITIES FUND I, L.P. Credit fund · Private credit · matched 805-6452139684 · ARBOR INVESTMENTS MANAGEMENT, LLC Also on Private Equity, RIA / Wealth Management | $75.8M | 2016 | ||||||
VOYA CLO 2014-3, LTD. Credit fund · Private credit · matched 805-3792139232 · VOYA ALTERNATIVE ASSET MANAGEMENT LLC Also on RIA / Wealth Management | $2.0M | 2015 | ||||||
ARES XVIII CLO LTD. Credit fund · Private credit · matched 805-3931821399 · ARES MANAGEMENT LLC Also on RIA / Wealth Management | 2012 | |||||||
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.